Roth Ira
I have about 30,000 in a Roth with only 2 different stocks. I am 72 years old and wondering should I invest some in other areas for more of a return. I am with Charles Schwab and have been for years.
Terry Says
Wow, that’s quite a concentration. You’ll either win big — or perhaps lose big — in the future. Obviously, I don’t know the stocks, or why you only own two.
But instead of opining on them, why don’t you meet with a fee-only FIDUCIARY financial planner — someone who is NOT trying to sell you something. He/she could look at those investments in connection with an overall review of your financial situation, your need for income, etc.
Find someone you can trust here: https://www.terrysavage.com/pam-krueger-wealthramp/
